See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,607 | $57,281-25.6% | $86,612-50.8% | $75,163-43.3% |
| Participation rate | 90.6% | 63.2%+27.4pp | 71.7%+18.9pp | 67.2%+23.4pp |
| Annual return | 16.85% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,737 | $2,314-24.9% | $3,022-42.5% | $2,670-34.9% |
| Participant deferral / active EE | $3,887 | $3,318+17.2% | $4,438-12.4% | $4,125-5.8% |
| Admin fee / account holder | $1,870 | $4,112-54.5% | $5,614-66.7% | $5,651-66.9% |